Civic Intelligence

Declaration of Trust for the Morgan & Belle Obrien Foundation

EIN 52-1867904 • Bethesda, MD

2 Bethesda Metro Center 910Bethesda, MD 20814
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

63rd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

<$500k nonprofits • Source year 2025

Liabilities / Revenue

66th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

<$500k nonprofits • Source year 2025

Net Margin

43rd percentile

-1.5%

Higher net margin than 43% of similar nonprofits.

<$500k nonprofits • Source year 2025

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

<$500k nonprofits • Source year 2025

Asset Growth

54th percentile

-0.1%

Faster asset growth than 54% of similar nonprofits.

<$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

14th percentile

-66%

Faster revenue growth than 14% of similar nonprofits.

<$500k nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets63rd percentile

Assets

Down

$108,877

Down $87 (-0.1%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Down

$108,877

Down $87 (-0.1%) from 2024

Operations
Liabilities / Revenue66th percentileNet Margin43rd percentile

Revenue

Down

$5,939

Down $11,626 (-66%) from 2024

Expenses

Down

$6,026

Down $31,872 (-84%) from 2024

Net Income

Up

-$87

Up $20,246 (+100%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth54th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$300K$200K$100K$0Assets 2011: $235,772Liabilities 2011: $0Net Assets 2011: $235,7722011Assets 2012: $231,947Liabilities 2012: $0Net Assets 2012: $231,9472012Assets 2013: $151,553Liabilities 2013: $0Net Assets 2013: $151,5532013Assets 2014: $128,848Liabilities 2014: $0Net Assets 2014: $128,8482014Assets 2015: $99,950Liabilities 2015: $0Net Assets 2015: $99,9502015Assets 2016: $93,460Liabilities 2016: $0Net Assets 2016: $93,4602016Assets 2017: $108,207Liabilities 2017: $0Net Assets 2017: $108,2072017Assets 2018: $101,197Liabilities 2018: $0Net Assets 2018: $101,1972018Assets 2019: $93,130Liabilities 2019: $0Net Assets 2019: $93,1302019Assets 2020: $87,550Liabilities 2020: $0Net Assets 2020: $87,5502020Assets 2021: $72,150Liabilities 2021: $0Net Assets 2021: $72,1502021Assets 2022: $139,606Liabilities 2022: $0Net Assets 2022: $139,6062022Assets 2023: $129,517Liabilities 2023: $0Net Assets 2023: $129,5172023Assets 2024: $108,964Liabilities 2024: $0Net Assets 2024: $108,9642024Assets 2025: $108,877Liabilities 2025: $0Net Assets 2025: $108,8772025

Highlighted filing

2025

Assets$108,877
Liabilities$0
Net Assets$108,877
Open 2025 Filing

Operations Trend

Revenue Growth14th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$200K$150K$100K$50K$0-$50KExpenses 2011: $5,4502011Expenses 2012: $3,8252012Expenses 2013: $4,5002013Revenue 2014: $2Expenses 2014: $22,707Net Income 2014: -$22,7052014Revenue 2015: -$21,292Expenses 2015: $7,606Net Income 2015: -$28,8982015Revenue 2016: $10Expenses 2016: $6,500Net Income 2016: -$6,4902016Revenue 2017: $27,930Expenses 2017: $13,183Net Income 2017: $14,7472017Revenue 2018: $10,042Expenses 2018: $17,052Net Income 2018: -$7,0102018Revenue 2019: $14,143Expenses 2019: $22,210Net Income 2019: -$8,0672019Revenue 2020: $26Expenses 2020: $5,606Net Income 2020: -$5,5802020Revenue 2021: $80,501Expenses 2021: $13,288Net Income 2021: $67,2132021Revenue 2022: $165,477Expenses 2022: $66,885Net Income 2022: $98,5922022Revenue 2023: $161Expenses 2023: $10,250Net Income 2023: -$10,0892023Revenue 2024: $17,565Expenses 2024: $37,898Net Income 2024: -$20,3332024Revenue 2025: $5,939Expenses 2025: $6,026Net Income 2025: -$872025

Highlighted filing

2025

Revenue$5,939
Expenses$6,026
Net Income-$87
Open 2025 Filing

Filings

Most recent year

2025 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$108,877
Liabilities
$0
Net assets
$108,877
Revenue
$5,939
Expenses
$6,026
Net income
-$87
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.09$0.00$1.09$0.06$0.06$0.00
2024Detailed filing. Detailed filing data is available for this year.$1.09$0.00$1.09$0.18$0.38$0.20
2023Detailed filing. Detailed filing data is available for this year.$1.30$0.00$1.30$0.00$0.10$0.10
2022Detailed filing. Detailed filing data is available for this year.$1.40$0.00$1.40$1.65$0.67$0.99
2021Detailed filing. Detailed filing data is available for this year.$0.72$0.00$0.72$0.81$0.13$0.67
2020Detailed filing. Detailed filing data is available for this year.$0.88$0.00$0.88$0.00$0.06$0.06
2019Detailed filing. Detailed filing data is available for this year.$0.93$0.00$0.93$0.14$0.22$0.08
2018Detailed filing. Detailed filing data is available for this year.$1.01$0.00$1.01$0.10$0.17$0.07
2017Detailed filing. Detailed filing data is available for this year.$1.08$0.00$1.08$0.28$0.13$0.15
2016Detailed filing. Detailed filing data is available for this year.$0.93$0.00$0.93$0.00$0.07$0.06
2015Detailed filing. Detailed filing data is available for this year.$1.00$0.00$1.00$0.21$0.08$0.29
2014Detailed filing. Detailed filing data is available for this year.$1.29$0.00$1.29$0.00$0.23$0.23
2013Detailed filing. Detailed filing data is available for this year.$1.52$0.00$1.52$0.05
2012Detailed filing. Detailed filing data is available for this year.$2.32$0.00$2.32$0.04
2011Detailed filing. Detailed filing data is available for this year.$2.36$0.00$2.36$0.05
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Nov 18, 2025
Return Version
2024v5.2
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MORGAN O'BRIENTrustee-$0--
BELLE O'BRIENTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Declaration of Trust for the Morgan &
EIN
52-1867904
Phone
3016549000
Address
2 BETHESDA METRO CENTER 910, BETHESDA, MD 20814

Signing Officer

Name
BELLE O'BRIEN
Title
Trustee
Phone
4108273120
Signed
2025-11-18
Discuss with paid preparer
Yes

Preparer

Firm
Citrin Cooperman Advisors LLC
Address
2 BETHESDA METRO CENTER SUITE 910, BETHESDA, MD 20814
Preparer
Matthew Rothstein
Phone
3016549000
Raw XML Appendix278 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt05110
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt05110
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt032059
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt04159
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt055640
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt05434
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt01649
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt01649
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt098208
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0916
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt032059
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt04159
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt055640
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt05434
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt06026
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0916
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt099857
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt098941
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1Txt0MORGAN & BELLE O'BRIEN
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt01250 S WASHINGTON STREET APT 410
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0ALEXANDRIA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0VA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd022314
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt05026
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0BELLE O'BRIEN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum04108273120
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-18
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0DECLARATION OF TRUST FOR THE MORGAN &
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0BELLE OBRIEN FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0DECL
ReturnHeader/Filer/EIN0521867904
ReturnHeader/Filer/PhoneNum03016549000
ReturnHeader/Filer/USAddress/AddressLine1Txt02 BETHESDA METRO CENTER 910
ReturnHeader/Filer/USAddress/CityNm0BETHESDA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MD
ReturnHeader/Filer/USAddress/ZIPCd020814
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0872525370
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CITRIN COOPERMAN ADVISORS LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02 BETHESDA METRO CENTER SUITE 910
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BETHESDA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd020814
ReturnHeader/PreparerPersonGrp/PhoneNum03016549000
ReturnHeader/PreparerPersonGrp/PreparationDt02025-11-18
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MATTHEW ROTHSTEIN
ReturnHeader/ReturnTs02025-11-18T16:13:55-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

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